Families in need of full family office services can turn to Vogel Consulting to create Your Family Office™. Within the walls of Vogel Consulting, we build customized teams of experienced professionals who integrate a full suite of family office services. Your Family Office™ allows families to enjoy the desirable features of a single family office without the compliance, hiring and supervisory responsibilities and liabilities. Your Family Office™ is a cost-effective alternative to a single family office.

Investment Advice

With the myriad of investment options available, high net worth investors require objective investment advice. Vogel doesn’t sell financial products – we solve financial problems. So the advice we give is thorough, objective and aimed to provide you what you need.

  • Private equity
  • Hedge funds
  • Master limited partnerships
  • Other alternatives
  • Direct investing
  • Exchange Traded Funds (ETFs)
  • Mutual funds
  • Consolidated performance reporting
  • Manager research and monitoring

Estate Planning

Advanced planning for your estate is critical to preserving your wealth and transferring it to future generations.

Personal Accounting

Access to monthly, quarterly or semi-annual accounting of income and expenses allows families to better plan for short- and long-term needs.

  • Cash-flow planning with customized reporting
  • Personal financial statement preparation
  • Debt negotiation and management
  • Real estate transaction management
  • Philanthropic/gift accounting
  • Bill payment services

Tax Consulting and Compliance

Understanding the tax implications of investment and estate planning decisions is critical to maximizing planning opportunities. Vogel’s integrated model helps minimize a family’s overall tax burden.

  • Inheritance tax
  • IRS examination support
  • AMT planning
  • Deferred compensation
  • Options planning
  • Quarterly estimates
  • Federal and state tax planning and preparation

Family Education

Education is critical to a family’s longevity. Vogel understands the importance of communicating values and ideals across generations and customizes each family’s educational plan.

  • Quarterly family meetings
  • Next-generation education
  • New spouse orientation
  • Individual and small group topic-specific sessions
  • Third-party referrals
  • Family governance
  • Individual coaching